# Enhancing Patient Matching in Support of Operational Health Information Exchange

> **NIH AHRQ R01** · INDIANA UNIVERSITY INDIANAPOLIS · 2021 · $325,699

## Abstract

Project Summary/Abstract
Integrated health care data from a broad set of sources is required for many health care purposes including
assuring high quality care delivery and enabling patient-centered outcomes research. However, health care data
is generated across many independent systems where data is stored as separate islands with different patient
identifiers, resulting in fragmented and incomplete patient information. Therefore, effective evidence-based
patient matching methods are needed to maximize the accuracy and completeness of health care data. There
is a limited body of research focused on patient matching methods and there have been few formal,
comprehensive evaluations of consensus-based matching strategy recommendations using real-world,
heterogeneous health care data. The “patchwork quilt” collections of clinical data spanning multiple systems are
increasingly common and prior matching studies fail to reflect challenges faced by these data. Thus, evaluating
the performance of best-practice recommendations for real-world, robust, accurate patient matching methods in
contexts reflected by health information exchanges and other emerging large health care data sources is
necessary to provide evidence informing emerging best-practice recommendations for patient matching. While
subject matter experts with substantial operational experience informed recent recommendations, there is
currently an incomplete peer-reviewed evidence base to fully support the feasibility and effectiveness of recent
guidance. Without further formal evaluation to strengthen and refine these recommendations, organizations may
be less inclined to pursue improvements or they may implement methods of little benefit. Our long-term goal is
to ensure a sustainable learning health care system infrastructure, which includes accurate, consistent and
efficient patient identity management. The next step in achieving that goal is to contribute to the current minimal
body of patient matching evidence to inform processes, policy discussion, and technology that support
consistent, accurate, and efficient patient identity management methods. To address the limited body of
knowledge for real-world patient matching, our team has embedded an unparalleled in-vitro patient matching
research laboratory in the nation’s largest health information exchange, which contains hundreds of diverse
operational clinical data sources. Within this laboratory we have implemented, evaluated and deployed novel
and practical methods for improving patient matching that have improved many specific real world clinical, public
health, and research processes. Consequently, we are well positioned to evaluate the impact that emerging
consensus-based best practice recommendations will have on improving the quality, standardization, and
discriminating power of data collected in a broad set of routine health care settings. We will further evaluate the
performance of optimized matching methodologies in the same c...

## Key facts

- **NIH application ID:** 10142462
- **Project number:** 5R01HS023808-05
- **Recipient organization:** INDIANA UNIVERSITY INDIANAPOLIS
- **Principal Investigator:** SHAUN J GRANNIS
- **Activity code:** R01 (R01, R21, SBIR, etc.)
- **Funding institute:** AHRQ
- **Fiscal year:** 2021
- **Award amount:** $325,699
- **Award type:** 5
- **Project period:** 2017-07-01 → 2023-04-29

## Primary source

NIH RePORTER: https://reporter.nih.gov/project-details/10142462

## Citation

> US National Institutes of Health, RePORTER application 10142462, Enhancing Patient Matching in Support of Operational Health Information Exchange (5R01HS023808-05). Retrieved via AI Analytics 2026-05-24 from https://api.ai-analytics.org/grant/nih/10142462. Licensed CC0.

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